Reviewed by Gotrade Internal Analyst
Terry Smith, often dubbed the "English Warren Buffett," is the founder of Fundsmith. His investment mantra is famously simple yet rigorous: "Buy good companies, don't overpay, do nothing."
He avoids cyclical industries (like banks or airlines) and strictly targets businesses with high Return on Capital Employed (ROCE), resilient cash flows, and defenses against technological disruption.
His portfolio reflects a disciplined approach to holding "Compounders" for the long haul, with a distinct preference for healthcare, technology, and consumer staples.
Data Snapshot
- Portfolio Value (Est. Equity Only): $19,795,225,546 (~$19.8 Billion) (Estimated total value based on the reported equity assets).
- Top 5 Assets:
- Stryker Corp (SYK) - 8.57%
- IDEXX Laboratories Inc (IDXX) - 8.43%
- Alphabet Inc-Cl A (GOOGL) - 7.72%
- Microsoft Corp (MSFT) - 6.76%
- Visa Inc (V) - 6.65%
- Top Sector: Healthcare & Technology (Terry Smith places heavy bets on medical innovation and digital transformation, evidenced by the dominance of Stryker and IDEXX in healthcare, alongside Alphabet, Microsoft, and Visa in technology and payments).
Portfolio
Update at 10 Desember 2025, from Valuesider
| Ticker | Stock | % of Portfolio | Shares* | Reported Price* | % difference Current Price | Value |
|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC-CL A | 7.72% | 6,289,352 | $243.10 | 🟢 28.47% $312.30 | $1,528,941,471 |
| ADP | AUTOMATIC DATA PROCESSING | 6.39% | 4,311,603 | $293.50 | 🔴 9.88% $264.49 | $1,265,455,481 |
| CPRX | CATALYST PHARMACEUTICALS INC | 0.33% | 3,363,807 | $19.70 | 🟢 16.50% $22.95 | $66,266,998 |
| CHD | CHURCH & DWIGHT CO INC | 3.01% | 6,794,644 | $87.63 | 🔴 4.74% $83.48 | $595,414,654 |
| CLX | CLOROX COMPANY | 0.38% | 613,497 | $123.30 | 🔴 16.62% $102.81 | $75,644,180 |
| DOCS | DOXIMITY INC-CLASS A | 0.50% | 1,355,944 | $73.15 | 🔴 39.89% $43.97 | $99,187,304 |
| FTNT | FORTINET INC | 3.58% | 8,420,092 | $84.08 | 🔴 1.93% $82.46 | $707,961,335 |
| GGG | GRACO INC | 0.39% | 900,545 | $84.96 | 🔴 1.61% $83.59 | $76,510,303 |
| HD | HOME DEPOT INC | 0.17% | 84,860 | $405.19 | 🔴 11.64% $358.01 | $34,384,423 |
| IDXX | IDEXX LABORATORIES INC | 8.43% | 2,610,457 | $638.89 | 🟢 10.53% $706.17 | $1,667,794,873 |
| INTU | INTUIT INC | 2.09% | 604,456 | $682.91 | 🔴 1.03% $675.90 | $412,789,047 |
| MANH | MANHATTAN ASSOCIATES INC | 0.30% | 288,332 | $204.98 | 🔴 15.69% $172.81 | $59,102,293 |
| MAR | MARRIOTT INTERNATIONAL -CL A | 5.56% | 4,228,298 | $260.44 | 🟢 13.87% $296.56 | $1,101,217,931 |
| MEDP | MEDPACE HOLDINGS INC | 0.33% | 127,537 | $514.16 | 🟢 10.22% $566.69 | $65,574,424 |
| META | META PLATFORMS INC-CLASS A | 5.78% | 1,558,664 | $734.38 | 🔴 11.35% $651.00 | $1,144,651,668 |
| MTD | METTLER-TOLEDO INTERNATIONAL | 3.66% | 590,654 | $1,227.61 | 🟢 14.99% $1,411.66 | $725,092,757 |
| MSFT | MICROSOFT CORP | 6.76% | 2,583,369 | $517.95 | 🔴 6.66% $483.47 | $1,338,055,974 |
| MSCI | MSCI INC | 0.48% | 166,619 | $567.41 | 🔴 3.32% $548.59 | $94,541,287 |
| NSSC | NAPCO SECURITY TECHNOLOGIES | 0.39% | 1,779,857 | $42.95 | 🟢 0.56% $43.19 | $76,444,858 |
| NKE | NIKE INC -CL B | 2.16% | 6,129,483 | $69.73 | 🔴 3.23% $67.48 | $427,408,850 |
| ODD | ODDITY TECH LTD-CL A | 0.45% | 1,416,956 | $62.30 | 🔴 28.80% $44.36 | $88,276,359 |
| OTIS | OTIS WORLDWIDE CORP | 2.69% | 5,819,151 | $91.43 | 🔴 4.35% $87.45 | $532,044,976 |
| PAYC | PAYCOM SOFTWARE INC | 0.55% | 523,433 | $208.14 | 🔴 19.78% $166.96 | $108,947,345 |
| PM | PHILIP MORRIS INTERNATIONAL | 5.89% | 7,188,144 | $162.20 | 🔴 7.02% $150.82 | $1,165,916,957 |
| PG | PROCTER & GAMBLE CO/THE | 3.55% | 4,577,040 | $153.65 | 🔴 8.62% $140.41 | $703,262,196 |
| QLYS | QUALYS INC | 0.58% | 870,859 | $132.33 | 🟢 14.49% $151.51 | $115,240,771 |
| ROL | ROLLINS INC | 0.44% | 1,478,629 | $58.74 | 🟢 1.14% $59.41 | $86,854,667 |
| SABR | SABRE CORP | 0.20% | 21,499,095 | $1.83 | 🔴 14.21% $1.57 | $39,343,344 |
| SYK | STRYKER CORP | 8.57% | 4,591,293 | $369.67 | 🔴 4.43% $353.31 | $1,697,263,283 |
| TXN | TEXAS INSTRUMENTS INC | 2.53% | 2,721,881 | $183.73 | 🔴 1.45% $181.07 | $500,091,196 |
| VRSN | VERISIGN INC | 0.38% | 270,634 | $279.57 | 🔴 12.52% $244.56 | $75,661,147 |
| VRT | VERTIV HOLDINGS CO | 0.45% | 591,450 | $150.86 | 🟢 18.06% $178.10 | $89,226,147 |
| V | VISA INC-CLASS A SHARES | 6.65% | 3,854,336 | $341.38 | 🟢 1.36% $346.02 | $1,315,793,224 |
| WAT | WATERS CORP | 5.99% | 3,955,498 | $299.81 | 🟢 30.73% $391.95 | $1,185,897,855 |
| ZTS | ZOETIS INC | 2.67% | 3,615,131 | $146.32 | 🔴 19.71% $117.48 | $528,965,968 |
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Update at 10 Desember 2025, from Valuesider
